Do you really know your partner for life?
John Kotze, Head of Retail Protection Product Marketing at Old Mutual, highlights the striking similarities between marriage and the contractual commitments of a life insurance policy, particularly in terms of life protection coverage (including death, disability, illness, and funeral benefits).
CoFI: the need to solve an age-old conundrum
Anton Swanepoel, Founder pf Trusted Advisors states that the client engagement and compliance process has posed a “conundrum” for financial service providers for decades.
Nurturing wealth
Private Client Holdings has been chosen as one of the top wealth managers of 2024 at the prestigious Krutham Top Private Banks and Wealth Managers Awards. Blue Chip talks to director Andrew Ratcliffe.
A consortium, represented by Altvest Capital, submits landmark expression of interest...
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South African-led consortium, including Altvest Capital, 27four, EasyEquities, and RainFin, has formally submitted its Expression of Interest (EOI) to the South African Rugby Union (SARU) for the management and commercialization of the iconic Springbok brand's commercial rights.
Top 3 investment megatrends for 2025 identified
The deVere group identifies the three investment megatrends that will dominate 2025.
Outlook 2025: Income, returns and resilience – opportunities in public and...
Johanna Kyrkland, Group Investment Officer at Schroders, suggests that the current economic environment remains favourable for returns. However, she emphasises that diversification is crucial for creating robust portfolios.
Redefining financial advice for meaningful impact
Momentum is dedicated to re-humanising financial planning by recognising the emotional and societal dimensions of money, writes Sonja Steyn, Momentum.
The 4D filter to unlocking infinite investment opportunities for your clients
Before allocating any of your client's funds into the investment market, consider these four key dimensions to effectively transform their investment goals into a concrete financial plan, advises Sherwin Govender, Business Development Manager at Glacier by Sanlam.
What wealth advisers think, according to Schroders’ Global Investor Insights Survey...
Schroders' 2024 Global Investor Insights Survey reveals how wealth advisers are adapting to an evolving landscape, with insights on sentiment, private markets, AI and intergenerational wealth transfer.
Fostering financial wellness
How do you define "financial wellness"?
At iMasFinance, financial wellness is not just what we offer; it's the core of who we are and what...
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The vital cog in development
David Venter (Head of School, Milpark School of Financial Services) shares his insights into leadership and management.
FPi announces 2026 Financial Planner of the Year finalists
South Africa’s leading financial planning professionals to be recognised at 2026 FPi Professionals Convention.
Delivering consistent outcomes through hedge fund solutions
Suvira Bodha, Head of Strategic Investment Capability at Symmetry, shares insights on delivering consistent hedge fund outcomes.
The insurance gap isn’t a market problem. It’s a human one
Liberty’s Roundtable Discussion: how behavioural blind spots, not financial complexity, are driving the world’s largest protection gaps.
The best financial advice starts with your goals, not a product
The 2026 Momentum Financial Planning (MFP) Achievers Conference highlights why advisers need to move beyond products and help clients navigate increasingly complex financial lives.
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